Sunrise Family Farms
Merle Gruber · Washington County, KS · Wes Tolliver · client since 2017
40k bu at 73% priced
$357.5K under management
Price to the planCosts are estimatesLast spoke in 3 months8 other findings(785) 555-4133
1,300 bu is priced on the board with the basis still open, so the average price below is an estimate on those bushels rather than a number. Somebody has to ring the elevator and fix it, or tell Merle Gruber plainly that this part of the position is not fully priced yet.
Contracts
11
29k bu priced, 73% of expected production.
Revenue locked
$258,867
$7,126 of it over break-even.
Basis left open
1,300 bu
Board locked, cash price not yet settled.
Sold, not hauled
22k bu
Contracted bushels that still have to physically move.
Contracts
| Priced | Crop | Instrument | Bushels | Board | Basis | Net cash | Over cost | Delivery |
|---|---|---|---|---|---|---|---|---|
| Jul 31, 2026 | Soybeans old crop | Cash | 2,600 bu | $10.50 | -$0.36 | $10.14 | +$0.57 $1,482 | Oct 2026 Concordia Grain Not hauled |
| Jul 18, 2026 | Wheat new crop | Basis | 1,600 bu | $5.88 | -$0.58 | $5.30 | +$0.03 $48 | Jul 2027 Concordia Grain Not hauled |
| Jul 5, 2026 | Soybeans new crop | Forward/HTA | 2,900 bu | $10.91 | -$0.41 | $10.50 | -$0.54 -$1,566 | Nov 2026 Concordia Grain Not hauled |
| May 29, 2026 | Wheat new crop | Forward/HTA | 1,900 bu | $6.06 | -$0.63 | $5.43 | +$0.16 $304 | Jul 2027 Concordia Grain Not hauled |
| May 2, 2026 | Soybeans old crop | Forward/HTA | 3,100 bu | $10.51 | -$0.36 | $10.15 | +$0.58 $1,798 | Oct 2026 Concordia Grain Hauled |
| Apr 24, 2026 | Soybeans new crop | Cash | 1,300 bu | $11.01 | -$0.42 | $10.59 | -$0.45 -$585 | Nov 2026 Concordia Grain Not hauled |
| Mar 13, 2026 | Soybeans new crop | Basis | 3,800 bu | $11.32 | -$0.41 | $10.91 | -$0.13 -$494 | Nov 2026 Concordia Grain Not hauled |
| Mar 7, 2026 | Soybeans old crop | Forward/HTA | 2,000 bu | $11.37 | -$0.43 | $10.94 | +$1.37 $2,740 | Oct 2026 Concordia Grain Not hauled |
| Feb 27, 2026 | Wheat new crop | Forward/HTA | 1,300 bu | $5.82 | -$0.60 Open | $5.22 estimate | -$0.05 -$65 | Jul 2027 Concordia Grain Not hauled |
| Feb 12, 2026 | Soybeans old crop | Basis | 4,200 bu | $10.94 | -$0.37 | $10.57 | +$1.00 $4,200 | Oct 2026 Concordia Grain Hauled |
| Feb 1, 2026 | Wheat new crop | Cash | 4,600 bu | $5.71 | -$0.60 | $5.11 | -$0.16 -$736 | Jul 2027 Concordia Grain Not hauled |
Net cash is the board plus the basis, which is the only price the family is actually paid. Where the basis is open the stored figure is today's estimate rather than a settled price, so the average across the account moves until somebody fixes it.
What was advised, and what they decided
| Date | Crop | Outcome | Recommendation |
|---|---|---|---|
| Oct 14, 2026 | Soybeans | Priced | Filled the resting order and confirmed the contract |
| Sep 8, 2026 | Wheat | Priced | Filled the resting order and confirmed the contract |
| Jul 25, 2026 | Wheat | Priced | Priced the next tranche at the elevator, board plus basis |
| Apr 5, 2026 | Wheat | No answer | Left a message about an expiring order |
| Jan 15, 2026 | Soybeans | Agreed, not yet executed | Agreed to price the next rung, waiting on the delivery window |
| Jan 2, 2026 | Wheat | Declined | Recommended pricing the next tranche, client wants to wait |
TODO: the contact history in this demo is synthetic. These are invented conversations and they must be cleared before anybody outside the desk sees this page. The record itself is the point: it is the least glamorous thing in the product and probably the most valuable.